Finance Consultant
3 days ago
We are seeking a highly motivated Finance Consultant to join our team at Sanlam Group. As a key member of our branch, you will be responsible for promoting SRM's products and increasing market share through sound financial advice and exceptional client service.
Key Responsibilities- Gain in-depth understanding of SRM product ranges and provide tailored solutions to clients' needs.
- Update customers on new products and changes in existing ones, ensuring their portfolios remain optimized.
- Validate client details, submit new business, and conduct due diligence to identify potential risks.
- Prioritize daily appointments while capitalizing on walk-in clients.
- Manage client profiles, send payment reminders, and ensure persistency of client payments.
- Consult with clients on alternative payment arrangements and resolve queries in the branch.
- One year experience in sales or marketing capacity, preferably within insurance branches.
- Persistently focused on achieving targets, analyzing information, and possessing selling and influencing skills.
- Strong communication, customer service orientation, organizing skills, and adaptability.
- Matric (Grade 12), RE5, FAIS Compliant (Wealth Management), and Class of Business training.
- Competitive salary: R200,000 - R250,000 per annum, depending on experience.
- Opportunity to develop your career in finance and insurance.
- A dynamic work environment with a collaborative team.
Sanlam Group is a leading financial services provider in South Africa, committed to delivering innovative solutions to our clients. We value teamwork, integrity, and excellence in all we do.
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